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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,472 | $101,795-62.2% | $165,100-76.7% | $80,959-52.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.38% | 16.73%-6.3pp | 70.21%-59.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,465 | $2,954-16.5% | $4,348-43.3% | $2,757-10.6% |
| Participant deferral / active EE | $2,667 | $4,476-40.4% | $6,035-55.8% | $4,300-38.0% |
| Admin fee / account holder | $407 | $8,221-95.0% | $12,696-96.8% | $6,925-94.1% |